See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,070 | $54,380-39.2% | $68,509-51.7% | $59,632-44.5% |
| Participation rate | 82.0% | 70.2%+11.8pp | 74.7%+7.3pp | 68.7%+13.4pp |
| Annual return | -2.46% | 2.83%-5.3pp | 8.27%-10.7pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $61 | $1,539-96.0% | $2,278-97.3% | $2,203-97.2% |
| Participant deferral / active EE | $1,843 | $2,643-30.3% | $3,382-45.5% | $3,192-42.3% |
| Admin fee / account holder | $3,908 | $3,885+0.6% | $5,275-25.9% | $4,297-9.1% |